GE

General Electric Portfolio holdings

AUM $10.8M
1-Year Est. Return 20.56%
This Quarter Est. Return
1 Year Est. Return
-20.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$21.4B
AUM Growth
+$111M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1
+$111M
2
+$83.8M
3
+$76.2M
4
AET
Aetna Inc
AET
+$72.5M
5
HES
Hess
HES
+$69.2M

Top Sells

1
+$130M
2
+$128M
3
+$128M
4
UNH icon
UnitedHealth
UNH
+$108M
5
C icon
Citigroup
C
+$107M

Sector Composition

1 Financials 17.09%
2 Healthcare 16.95%
3 Industrials 15.14%
4 Technology 11.88%
5 Energy 8.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$5.55M 0.03%
157,226
-83
152
$5.46M 0.03%
97,340
-51
153
$5.36M 0.03%
143,146
-76
154
$5.28M 0.02%
135,744
+6,586
155
$5.23M 0.02%
55,700
156
$5.11M 0.02%
45,000
157
$5.08M 0.02%
317,812
158
$5.05M 0.02%
+160,000
159
$4.85M 0.02%
375,000
160
$4.7M 0.02%
143,944
-76
161
$4.38M 0.02%
83,333
162
$4.17M 0.02%
+61,445
163
$4.14M 0.02%
+99,200
164
$4.12M 0.02%
112,274
165
$3.86M 0.02%
196,891
-481
166
$3.77M 0.02%
198,623
+9,568
167
$3.72M 0.02%
3,123
168
$3.64M 0.02%
19,488
-10,231
169
$3.58M 0.02%
28,640
+2,300
170
$3.52M 0.02%
696,875
-132,406
171
$3.46M 0.02%
434,676
-30,003
172
$3.46M 0.02%
23,210
-354,460
173
$3.37M 0.02%
10,700
+1,200
174
$2.89M 0.01%
11,429
175
$2.84M 0.01%
369,823
5 6
7
8 9